Portfolio Management Services (PMS)Compare Schemes
Capitalmind - Adaptive Momentum vs NJ-Freedom ETF Portfolio
Add SchemeGrowth of ₹1 Crore
Capitalmind - Adaptive Momentum
NJ-Freedom ETF Portfolio
Return for the risk
3 yrs return
0%
5%
10%
15%
NIFTY 50 Total Return Index · 8.6%
10%
20%
30%
Volatility • 3 yrs deviation
1 Month
−3.10%
−0.13%
6 Months
2.63%
1.78%
1 Year
−0.59%
6.32%
3 Years
7.10%
11.40%
5 Years
6.17%
9.32%
Since Inception
16.60%
10.72%
Fund Age
7 yrs 4 mo
8 yrs 5 mo
AUM
₹226.32 Cr
₹314.17 Cr
Alpha – 1 Year
−0.16%
6.67%
Alpha – 3 Years
−1.47%
2.41%
Information Ratio – 3 Years
-0.04
0.48
Volatility – 1 Year
15.34%
17.96%
Volatility – 3 Years
19.64%
15.53%
Beta – 1 Year
0.73
1.09
Beta – 3 Years
0.82
1.08
Sharpe Ratio – 1 Year
-0.32
0.13
Sharpe Ratio – 3 Years
0.17
0.44
Worst Rolling Year
7.10%
7.40%
Value at Worst Rolling Year
₹1.07 Cr
₹1.07 Cr
Deepest Drawdown
−28.77%
−19.45%
Recovery Period
Not yet recovered
Not yet recovered
1-Year Rolling Windows Positive
100.00%
100.00%
Median Rolling Year
24.04%
15.48%
5-Year Rolling Windows Positive
100.00%
100.00%
Market-Cap Mix
—
L 66% · M 32% · S 1%
Number of Stocks
—
3
Portfolio P/E
—
—
Top 5 Holdings
—
Nippon India ETF Nifty 50 BeES · 41.19%
Nippon India ETF Nifty Midcap 150 · 32.64%
Nippon India ETF Nifty Next 50 Junior BeES · 25.82%
Cash & Cash Equivalent · 0.35%
Top Sectors
—
Financial Services · 29.09%
Capital Goods · 9.22%
Automobile and Auto Components · 7.56%
Fixed Fee
1.50% / yr
1.00% / yr
Performance Fee / Plan
Fixed Plan
Fixed Plan
Exit Load (Y1 / Y2 / Y3)
0% / 0% / 0%
1% / 0% / 0%